Zoho To Salesforce Data Migration
Oct17

Zoho To Salesforce Data Migration

Zoho CRM is inexpensive when compared with other CRM’s. That’s why it is preferred CRM for small scale organisations and start-ups. Transferring all data from Zoho CRM to Salesforce and integrating and extending all necessary functionalities in Salesforce platform in a very swift,fast and secure environment. So basically except the customization part, the main thing is request to move data. It is generally the transfer of data from one salesforce platform to other. There are two ways to transfer data from Zoho to Salesforce: Using Data Loader Integrating Zoho with Salesforce using third party tools After some point people generally prefer to migrate from Zoho CRM because of the following limitations of this CRM: Zoho don’t have extensive third party support  such as that of salesforce has in Appexchange It is easy to create Custom Dashboards in Salesforce as it is not flexible and customizable in Zoho Zoho do not allow you to integrate with any other mail like Outlook or Gmail as it has it’s own mail as Zoho Mail but it is not much user-friendly Document Management is not as simple as that of Salesforce LET’S START WITH THE MIGRATION-DATA LOADER: Data loader is a data migration tool and we export data in CSV files and then transfer it to Salesforce. Here are the stepwise instructions to migrate your data to Salesforce and experience the all new CRM: Click on setting gear icon in right upper corner-> Setup-> Data Administration-> Export   Select the object which you want to export to Salesforce from the Dropdown Menu. Remember we can export maximum of 3000 records at a time from Zoho account. It generates a .CSV file which can be easily uploaded to salesforce.   Create database in Salesforce with all the headers as the fields and don’t discard the Zoho generated ID as Zoho same as Salesforce provides you with unique ID and it can be used later for several mappings.   Now use data loader and import your .CSV file and get started with the all new...

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Journey Builder
Oct15

Journey Builder

Built on ExactTarget’s FUEL platform for the Salesforce ExactTarget Marketing Cloud, Journey Builder will enable marketers to map customer journeys to digital marketing interactions, such as email, mobile, social and Websites, to power personalized customer experiences that dynamically evolve based on consumer or customer engagement. Journey Builder’s user-friendly interface makes it easy to visualize and map the path of each customer’s journey with your brand. Whether your campaigns include online channels such as email and mobile, or an offline channel such as direct mail, Journey Builder enables you to increase campaign performance and drive customer satisfaction. Journey Builder is another system that is built on top of Contact Builder. In the past, when we set up trigger events for clients, they had to be custom-built by the services implementation team. Journey Builder changes that. Rather than requiring these triggers to be custom-built, this system enables clients to set up their own events that trigger on up to four specific trigger activities. As part of their configuration process, clients choose how long their website will wait for a customer to do something before letting his browsing session expire from inactivity. Most of these triggers are sent soon after a customer’s session expires. The types of available triggers include:  Post-Purchase: This event triggers immediately after an order is placed. Abandon Browse: When the customer allows the browsing session to expire, this event triggers within five minutes of the session expiration. Abandon Cart: If the customer allowed the session to expire while objects were still in the shopping cart, this event triggers within five minutes of the session expiration. Affinity Change: If, by the end of the customer’s browsing session, a new attribute/value pair enters into the top first or second affinity slots of the customer’s profile that was not previously in the top five at all, this event triggers within five minutes of the session expiration. Journey Builder for Apps is the first solution that empowers any company to deliver personalized customer journeys directly from mobile apps, creating interactive experiences that drive brand engagement and loyalty. With Journey Builder for Apps, any company can now unleash the power of the world’s #1 CRM platform to seamlessly connect the customer journey across sales, service, marketing and communities. Companies including FitBit, Sony PlayStation, HSN, SkyMall and Luxury Retreats are making the shift from campaign-focused marketing to personalized 1:1 customer journeys to connect with customers in entirely new ways. The Seven Stages of Successful App Journeys To create this relationship, marketers and developers must understand the stages of highly successful app journeys. #1 Discovery Most app journeys start with discovery in some form, such as a friend’s recommendation or...

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Territory Management In Salesforce
Oct05

Territory Management In Salesforce

Territory management is critical to businesses of all size. By aligning sales teams to specific territories (industry, geographic, product-based), companies can make the most of their resources at the lowest cost. Aside from the boost in productivity, businesses are able to increase overall revenue by ensuring that all market segments are covered. Having an informed, data-driven plan in place allows companies to focus on growth and scaling up for the future. In particular, small businesses can benefit from a thorough territory management plan, where resources and budgets are limited. You don’t have to be a large enterprise company to strategize like one. What is a Territory? Represents a flexible collection of accounts and users where the users have at least read access to the accounts, regardless of who owns the accounts. Only available if territory management has been enabled for your organization.  Customizable Forecasting Since Customizable Forecasting is a prerequisite for Territory Management, We should understand this as well. Customizable Forecasting is a flexible solution for estimating how much revenue your organization can generate or how many items your organization can sell. You can set up customizable forecasting to reflect how your organization forecasts its sales. With it, you can forecast on a monthly or quarterly basis, use different dates when applying amounts to forecasts, a forecast based on revenue or quantity or both, and define additional quotas based on product families. Use customizable forecasts to review your forecast and drill down through your forecast amounts to see the opportunities included in your forecast. Override forecast amounts directly from the opportunity or overrides the forecast from the Forecasts tab without notifying users below you in the forecast role hierarchy.  Territory Management Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. Particularly if your organization has a private sharing model, you may need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business. You may also need to generate forecasts for these diverse categories of accounts. Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases. When thinking about territory management, it’s natural to assume that you need to use the Territory Management feature to model your territory hierarchy and manage your territory assignments. This assumption might be true for some customers in some situations, but all customers should consider this feature one option...

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